Invest Savvy: Advice You Need to Know

The year's end brings deadlines and choices to be made for a fresh new year. Take a few minutes in your busy holidays to listen to our next episode, and get your financial plan straight for 2024. 

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You COULD put your money in your mattress, but here in our 20th episode, Krystian discusses tools like asset allocation and diversification that could help balance out your investment risk.  

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Krystian breaks down the basics of life insurance, and how it can help with the unexpected in your family's financial security. 

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Tom and Krystian join forces to discuss the asset allocation approach known as the 60/40 portfolio. In the wake of a rocky 2022, is this still a viable investment strategy? 

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Krystian chats with Rob Kuharic of Russell Investments, discussing the ways you can manage your investments, grow your assets without triggering a large tax bill, and keep more money in your pocket. 

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Guest speaker Karen Hoffman of Prudential Financial joins Tom this month! Together they'll attempt to simplify and break down the legislation known as the Secure Act 2.0, passed at the tail end of 2022, and share some tax-saving strategies.  

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Good? Bad? Or just Misunderstood? The Invest Savvy team dives into the tricky topic of annuities. 

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Will Social Security be there when I retire? Is there a magic age to start benefits?  And…can it make me a millionaire?  We discuss all these common questions, and more, on our next episode. 

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In our continued look at estate planning, we’ll discuss how taxes can affect your plan, tell some horror stories and pitfalls, and see if it makes sense to do all this planning on your own v. working with an attorney.

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Creating an estate plan is a key component of every financial plan, no matter your tax bracket. Our next episode goes into wills, trusts, and probate, with the occasional detour into the novels of Charles Dickens. 

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Women have unique challenges to consider when planning for retirement.  Join Krystian and special guest, Financial Consultant Kim Kennedy, as they discuss their roles in helping women investors find their retirement path. 

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Taxes are inevitable, so let’s talk about the retirement strategy known as the Roth IRA Conversion. We’ll break down the basic rules and strategies to get the most out of your retirement savings.  

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